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Personal Finance & Tax Information

Browse through articles and web based tools to learn more about personal finances, budgeting, taxes and make informed financial decisions.



A thorough resource solution for all of your financial needs, developed specifically for credit unions and their members.

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Whether you're interested in developing a workable spending and savings plan, getting out of debt, taking a look at your credit report, buying a home, or planning for your financial future, Upward Credit Union wants to help.

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Helpful Articles
Financial Planning

Protect and Preserve Your Family Legacy

Contact Craig at 800-876-9044 or craig@cu-plan.comopens in a new window to see how the team at CU Plan can help plan for the future.

Members of Upward Credit Union can take advantage of services and educational tools such as:

  • Living Trust Workshops
  •  On-Line Video Classes
  • One-on-One Member Trust Planning
  • IRA Education
  • Legacy Planning – Living Trusts
  • IRA Tax Planning